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Account Security

Account Security is where you can restrict which general ledger accounts claimants are able to pick from when completing the analysis details of an expense claim item. It can be set up for individual users and for entire user groups.

Written by Arthur Ashdown

To view the User/User Group Account Security Maintenance grids, click the > button next to Account Security, then click Users or User Groups.

To set up account security for a user/user group:

  1. Right-click the user/user group, or left-click and click the menu icon

    , then click Modify. This opens the Modify Account Security window.

  2. Click the

    button to open the AccountLookup window. This opens a grid containing every GL account available for selection.

  3. To add an account to the security list from AccountLookup, click on the account then click

    .

  4. You can also add accounts manually by typing the account numbers into the Security List field in the Modify Account Security window. Make sure each account number is separated by a comma and a space.

  5. It is possible to add accounts in bulk by using asterisks. For example, if you wish to add all accounts containing .12, type *.12* into the Security List field. To add every account, enter a single asterisk into the Security List field.

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